diff --git a/README.md b/README.md
index 45e0ef9631c3111bf7df6ba65b941ffd1ff78228..50b515de6c57c925cdb19fe2787e133b8960738f 100644
--- a/README.md
+++ b/README.md
@@ -1,7 +1,7 @@
-# Financial - Deal Flow
+# Financial - External Contract
## Description
-Ce module ajoute la gestion du deal flow des outils financiers
+Ce module ajoute la possibilité de créer des contrats pour des partenaires externes.
## Credits
diff --git a/__manifest__.py b/__manifest__.py
index 9169d3c2ebfac6ebb1a0fe21bea90ed4d86998d6..40f00ec5d909315d8bedb2a95c724fa1f542397b 100644
--- a/__manifest__.py
+++ b/__manifest__.py
@@ -1,23 +1,27 @@
{
"name": "Financial - Contract",
"summary": "Gestion des contrats des outils financiers",
- "author": "Le Filament, Odoo Community Association (OCA)",
+ "author": "Le Filament",
"website": "https://le-filament.com",
"version": "16.0.1.0.0",
"license": "AGPL-3",
"depends": [
- "financial_deal_flow",
- "financial_partner",
+ "contacts",
],
"data": [
# security
- # "security/ir.model.access.csv",
+ "security/security_rules.xml",
+ "security/ir.model.access.csv",
# datas
# views
- # "views/financial_contract.xml",
+ "views/financial_contract.xml",
+ "views/financial_external_guarantee.xml",
+ "views/financial_funding.xml",
+ "views/financial_product_template.xml",
+ "views/financial_suspensive_condition.xml",
"views/res_partner.xml",
# views menu
- # "views/menus.xml",
+ "views/menus.xml",
# wizard
],
"assets": {
diff --git a/models/__init__.py b/models/__init__.py
index e4d34bb4da9ddd771434491978569b2fbac467c7..da59c1d0124ce75869afd443f6ccc77c26c079d7 100644
--- a/models/__init__.py
+++ b/models/__init__.py
@@ -1,4 +1,10 @@
+from . import financial_contract_mixin
from . import financial_contract
-from . import financial_deal
+from . import financial_contract_suspensive_condition
+from . import financial_external_guarantee
+from . import financial_funding
+from . import financial_product_suspensive_condition
+from . import financial_product_template
+from . import financial_suspensive_condition
from . import res_company
from . import res_partner
diff --git a/models/financial_contract.py b/models/financial_contract.py
index cd398df363ab4ce895caee2409bd0d73ffd2cbac..435e0682c5eab04f83e52361911d65573ae419f7 100644
--- a/models/financial_contract.py
+++ b/models/financial_contract.py
@@ -1,16 +1,99 @@
-# © 2019 Le Filament (<http://www.le-filament.com>)
+# © 2024 Le Filament (<http://www.le-filament.com>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
-from odoo import models
+from odoo import _, api, fields, models
+from odoo.exceptions import AccessError, UserError
class FinancialContract(models.Model):
- _inherit = "financial.contract"
+ _name = "financial.contract"
+ _description = "Financial Contract"
+ _inherit = ["financial.contract.mixin"]
+ _order = "create_date desc"
+
+ tool = fields.Selection(
+ [],
+ string="Outil",
+ required=True,
+ )
+ tool_id = fields.Many2oneReference("ID Outil", model_field="tool", required=True,)
+ state = fields.Selection(
+ [
+ ("init", "Initialisation"),
+ ("offer", "Offre"),
+ ("proposal", "Proposition"),
+ ("contract", "Signé"),
+ ("done", "Terminé"),
+ ("cancel", "Annulé"),
+ ],
+ string="Statut",
+ tracking=1,
+ default="init",
+ )
+
+ # ------------------------------------------------------
+ # Constrains
+ # ------------------------------------------------------
+ @api.constrains("state", "company_id")
+ def _check_user_company(self):
+ for contract in self:
+ if contract.state in ["proposal", "contract", "done", "cancel"]:
+ if contract.company_id not in self.env.user.company_ids:
+ raise AccessError(_(
+ "vous n'êtes pas autorisé à modifier ce contrat"
+ ))
# ------------------------------------------------------
# Computed fields / Search Fields
# ------------------------------------------------------
+ @api.depends("tool", "tool_id")
+ def _compute_contract_fields(self):
+ for contract in self:
+ contract_id = contract._get_tool_object()
+ if contract_id:
+ contract.company_id = contract_id.company_id
+ contract.product_id = contract_id.product_id
+ contract.amount = contract_id.amount
+
+ @api.depends("product_id")
+ def _compute_suspensive_condition_ids(self):
+ for contract in self:
+ # contract.suspensive_condition_ids.unlink()
+ condition_to_create = [(5, 0, 0)]
+ if contract.product_id:
+ for condition in self.product_id.suspensive_condition_ids:
+ condition_to_create.append(
+ (
+ 0,
+ None,
+ {
+ "condition_id": condition.id,
+ "condition_comment": condition.condition_comment,
+ },
+ )
+ )
+ if condition_to_create:
+ contract.update({"suspensive_condition_ids": condition_to_create})
+
+ # ------------------------------------------------------
+ # Onchange
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
# ------------------------------------------------------
# CRUD (Override ORM)
# ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Override ORM
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Business functions
+ # ------------------------------------------------------
+ def _get_tool_object(self):
+ self.ensure_one()
+ return self.env[self.tool].browse(self.tool_id) if self.tool else False
diff --git a/models/financial_contract_mixin.py b/models/financial_contract_mixin.py
new file mode 100644
index 0000000000000000000000000000000000000000..4349bb324a0b8478d54490490bcb778242faf0a2
--- /dev/null
+++ b/models/financial_contract_mixin.py
@@ -0,0 +1,148 @@
+# © 2024 Le Filament (<http://www.le-filament.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import _, api, fields, models
+from odoo.exceptions import AccessError, UserError
+
+
+class FinancialContractMixin(models.AbstractModel):
+ _name = "financial.contract.mixin"
+ _inherit = ["mail.thread", "mail.activity.mixin"]
+ _description = "Financial Contract Mixin"
+
+ name = fields.Char(compute="_compute_name")
+ number = fields.Char("Numéro", readonly=True)
+ partner_id = fields.Many2one(
+ comodel_name="res.partner",
+ string="Client",
+ required=True,
+ )
+ product_id = fields.Many2one(
+ comodel_name="financial.product.template",
+ string="Gamme",
+ )
+ active = fields.Boolean(
+ default=True,
+ tracking=1,
+ )
+ amount = fields.Monetary("Montant")
+ company_id = fields.Many2one(
+ comodel_name="res.company",
+ string="Société",
+ default=lambda self: self.env.company,
+ )
+ currency_id = fields.Many2one(
+ comodel_name="res.currency", compute="_compute_currency_id"
+ )
+ suspensive_condition_ids = fields.One2many(
+ comodel_name="financial.contract.suspensive.condition",
+ inverse_name="contract_id",
+ string="Conditions suspensives",
+ compute="_compute_suspensive_condition_ids",
+ store=True,
+ readonly=False,
+ )
+ comment = fields.Text("Commentaire")
+ expiration_date = fields.Date("Date d'expiration")
+
+ guarantee_id = fields.Many2one(
+ comodel_name="financial.external.guarantee",
+ string="Garantie",
+ ondelete="restrict",
+ )
+ funding_id = fields.Many2one(
+ comodel_name="financial.funding",
+ string="Fonds financeur",
+ ondelete="restrict",
+ )
+
+ # ------------------------------------------------------
+ # Constrains
+ # ------------------------------------------------------
+ @api.constrains("state", "company_id")
+ def _check_user_company(self):
+ for contract in self:
+ if contract.state in ["proposal", "contract", "done", "cancel"]:
+ if contract.company_id not in self.env.user.company_ids:
+ raise AccessError(_(
+ "vous n'êtes pas autorisé à modifier ce contrat"
+ ))
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+ def _compute_currency_id(self):
+ for contract in self:
+ contract.currency_id = self.env.company.currency_id
+
+ def _compute_name(self):
+ for contract in self:
+ contract.name = (
+ f"{contract.number or '#'} - "
+ f"{contract.partner_id.name} "
+ )
+
+ @api.depends("product_id")
+ def _compute_suspensive_condition_ids(self):
+ for contract in self:
+ # contract.suspensive_condition_ids.unlink()
+ condition_to_create = [(5, 0, 0)]
+ if contract.product_id:
+ for condition in self.product_id.suspensive_condition_ids:
+ condition_to_create.append(
+ (
+ 0,
+ None,
+ {
+ "condition_id": condition.id,
+ "condition_comment": condition.condition_comment,
+ },
+ )
+ )
+ if condition_to_create:
+ contract.update({"suspensive_condition_ids": condition_to_create})
+
+ # ------------------------------------------------------
+ # Onchange
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD (Override ORM)
+ # ------------------------------------------------------
+ @api.model_create_multi
+ def create(self, vals):
+ tools = super().write(vals)
+ for tool in tools:
+ contract = self.env["financial.contract"].create({
+ "tool": self._name,
+ "tool_id": tool.id,
+ })
+ tool.contract_id = contract.id
+ return tools
+
+ def unlink(self):
+ """
+ Restrict contract deletion depending on state
+ """
+ for contract in self:
+ if contract.state != "init":
+ raise UserError(
+ _("Seuls les deals à l'état Projet peuvent être supprimés")
+ )
+ return super().unlink()
+
+ # ------------------------------------------------------
+ # Override ORM
+ # ------------------------------------------------------
+ def unlink(self):
+ if self.contract_id:
+ self.contract_id.unlink()
+ return super().unlink()
+
+ # ------------------------------------------------------
+ # Business functions
+ # ------------------------------------------------------
diff --git a/models/financial_contract_suspensive_condition.py b/models/financial_contract_suspensive_condition.py
new file mode 100644
index 0000000000000000000000000000000000000000..aef984e5034e3b772367c56a21fbfa62e5531b1a
--- /dev/null
+++ b/models/financial_contract_suspensive_condition.py
@@ -0,0 +1,41 @@
+# © 2019 Le Filament (<http://www.le-filament.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import fields, models
+
+
+class FinancialContractSuspensiveCondition(models.Model):
+ _name = "financial.contract.suspensive.condition"
+ _description = "Financial contract suspensive condition"
+
+ condition_id = fields.Many2one(
+ comodel_name="financial.suspensive.condition",
+ string="Condition suspensive",
+ required=True,
+ ondelete="cascade",
+ )
+ contract_id = fields.Many2one(
+ comodel_name="financial.contract",
+ string="Contrat",
+ required=True,
+ ondelete="cascade",
+ )
+ condition_comment = fields.Char("Précision condition")
+ comment = fields.Char("Commentaire")
+ date_done = fields.Date("Date de levée")
+
+ # ------------------------------------------------------
+ # Constrains functions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD (Override ORM)
+ # ------------------------------------------------------
diff --git a/models/financial_deal.py b/models/financial_deal.py
deleted file mode 100644
index b728c2610729eab499294f5359477b010c6eb1c5..0000000000000000000000000000000000000000
--- a/models/financial_deal.py
+++ /dev/null
@@ -1,35 +0,0 @@
-# © 2019 Le Filament (<http://www.le-filament.com>)
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
-
-from odoo import _, models
-from odoo.exceptions import UserError
-
-
-class FinancialDeal(models.Model):
- _inherit = "financial.deal"
-
- # ------------------------------------------------------
- # Computed fields / Search Fields
- # ------------------------------------------------------
-
- # ------------------------------------------------------
- # Inherit parent
- # ------------------------------------------------------
- def action_stage_validated(self):
- res = super().action_stage_validated()
-
- for contract in self.coop_contract_ids:
- if not contract.company_id.contract_sequence_id:
- raise UserError(
- _(
- f"Aucune séquence configurée pour les contrats de "
- f"la société {contract.company_id.name}"
- )
- )
- if not contract.number:
- contract.number = contract.company_id.contract_sequence_id.next_by_id()
- return res
-
- # ------------------------------------------------------
- # CRUD (Override ORM)
- # ------------------------------------------------------
diff --git a/models/financial_external_guarantee.py b/models/financial_external_guarantee.py
new file mode 100644
index 0000000000000000000000000000000000000000..af773eaec9752fab91777bbd2ea38ebbb27decbe
--- /dev/null
+++ b/models/financial_external_guarantee.py
@@ -0,0 +1,30 @@
+# © 2024 Le Filament (<http://www.le-filament.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import fields, models
+
+
+class FinancialExternalGuarantee(models.Model):
+ _name = "financial.external.guarantee"
+ _description = "Financial Funding"
+
+ name = fields.Char("Nom", required=True)
+ active = fields.Boolean(
+ default=True,
+ )
+
+ # ------------------------------------------------------
+ # Constrains functions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD (Override ORM)
+ # ------------------------------------------------------
diff --git a/models/financial_funding.py b/models/financial_funding.py
new file mode 100644
index 0000000000000000000000000000000000000000..626a778381f0fca3aae4a5cf4c7976d7bfbee5f8
--- /dev/null
+++ b/models/financial_funding.py
@@ -0,0 +1,30 @@
+# © 2019 Le Filament (<http://www.le-filament.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import fields, models
+
+
+class FinancialFunding(models.Model):
+ _name = "financial.funding"
+ _description = "Financial Funding"
+
+ name = fields.Char(required=True)
+ active = fields.Boolean(
+ default=True,
+ )
+
+ # ------------------------------------------------------
+ # Constrains functions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD (Override ORM)
+ # ------------------------------------------------------
diff --git a/models/financial_product_suspensive_condition.py b/models/financial_product_suspensive_condition.py
new file mode 100644
index 0000000000000000000000000000000000000000..8bb32bb7965424d5dd2f5d10d474e519a2cdac19
--- /dev/null
+++ b/models/financial_product_suspensive_condition.py
@@ -0,0 +1,39 @@
+# © 2019 Le Filament (<http://www.le-filament.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import fields, models
+
+
+class FinancialProductSuspensiveCondition(models.Model):
+ _name = "financial.product.suspensive.condition"
+ _description = "Financial product suspensive condition"
+
+ condition_id = fields.Many2one(
+ comodel_name="financial.suspensive.condition",
+ string="Condition suspensive",
+ required=True,
+ ondelete="cascade",
+ )
+ product_id = fields.Many2one(
+ comodel_name="financial.product.template",
+ string="Contrat",
+ required=True,
+ ondelete="cascade",
+ )
+ condition_comment = fields.Char("Précision condition")
+
+ # ------------------------------------------------------
+ # Constrains functions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD (Override ORM)
+ # ------------------------------------------------------
diff --git a/models/financial_product_template.py b/models/financial_product_template.py
new file mode 100644
index 0000000000000000000000000000000000000000..8e7e7f76edeca3c44cf157905cc5aa8d141a0180
--- /dev/null
+++ b/models/financial_product_template.py
@@ -0,0 +1,80 @@
+# © 2024 Le Filament (<http://www.le-filament.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+
+class FinancialProductTemplate(models.Model):
+ _name = "financial.product.template"
+ _inherit = ["mail.thread", "mail.activity.mixin",]
+ _description = "Financial product template"
+
+ name = fields.Char(required=True)
+ active = fields.Boolean(
+ default=True,
+ tracking=1,
+ )
+ tool = fields.Selection(
+ [],
+ string="Type d'outil",
+ required=True,
+ )
+ tool_id = fields.Many2oneReference("ID Outil", model_field="tool", required=True,)
+ description = fields.Text()
+ suspensive_condition_ids = fields.One2many(
+ comodel_name="financial.product.suspensive.condition",
+ inverse_name="product_id",
+ string="Conditions suspensives",
+ )
+ company_id = fields.Many2one(
+ comodel_name="res.company",
+ string="Société",
+ change_default=True,
+ required=True,
+ readonly=True,
+ default=lambda self: self.env.company,
+ )
+ currency_id = fields.Many2one(
+ comodel_name="res.currency", related="company_id.currency_id"
+ )
+
+ # ------------------------------------------------------
+ # Constrains functions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Override ORM
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD (Override ORM)
+ # ------------------------------------------------------
+ def unlink(self):
+ """
+ Restrict product deletion if used in
+ """
+ for product in self:
+ contract_ids = self.env["financial.contract"].search(
+ [("product_id", "=", product.id)]
+ )
+ if contract_ids:
+ raise UserError(
+ _(
+ "Ce produit est utilisé dans un ou plusieurs dossiers, il n'est "
+ "pas possible de le supprimer. Il peut être archivé."
+ )
+ )
+ return super().unlink()
+
+ # ------------------------------------------------------
+ # Business functions
+ # ------------------------------------------------------
diff --git a/models/financial_suspensive_condition.py b/models/financial_suspensive_condition.py
new file mode 100644
index 0000000000000000000000000000000000000000..4d8938da80d7dad755ef21d26247203ebfda68d9
--- /dev/null
+++ b/models/financial_suspensive_condition.py
@@ -0,0 +1,30 @@
+# © 2019 Le Filament (<http://www.le-filament.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import fields, models
+
+
+class FinancialSuspensiveCondition(models.Model):
+ _name = "financial.suspensive.condition"
+ _description = "Financial suspensive condition"
+
+ name = fields.Char(required=True)
+ active = fields.Boolean(
+ default=True,
+ )
+
+ # ------------------------------------------------------
+ # Constrains functions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD (Override ORM)
+ # ------------------------------------------------------
diff --git a/models/res_company.py b/models/res_company.py
index cc206802dc1b719910116eac21e8c44335e5f46f..ddd669ab0d6d103b8eab30e44bdde145ffb95cd1 100644
--- a/models/res_company.py
+++ b/models/res_company.py
@@ -39,7 +39,7 @@ class ResCompany(models.Model):
res.contract_sequence_id = self.env["ir.sequence"].create(
{
- "name": f"Contrats - {res.name}",
+ "name": f"Contrats Financiers - {res.name}",
"company_id": res.id,
"number_next": 1,
"number_increment": 1,
diff --git a/models/res_partner.py b/models/res_partner.py
index 181200505cf92a7f04dbc631837c6c2953631224..f1dce52cef536ece85e2a960bdf4cd37b1f4413f 100644
--- a/models/res_partner.py
+++ b/models/res_partner.py
@@ -52,7 +52,7 @@ class ResPartner(models.Model):
"name": "Contrats",
"res_model": "financial.contract",
"view_mode": "tree,form",
- "domain": [("deal_type", "=", "external"), ("partner_id", "=", self.id)],
+ "domain": [("partner_id", "=", self.id)],
"flags": {"mode": "readonly"},
}
diff --git a/security/ir.model.access.csv b/security/ir.model.access.csv
index 97dd8b917b8a258799a3ebf0095f13ff73d7cf68..865ccf0306db6237c0f248cc41a7bc54b5b664e1 100644
--- a/security/ir.model.access.csv
+++ b/security/ir.model.access.csv
@@ -1 +1,13 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_financial_contract,access_financial_contract,model_financial_contract,group_financial_user,1,1,1,1
+access_financial_contract_suspensive_condition,access_financial_contract_suspensive_condition,model_financial_contract_suspensive_condition,group_financial_user,1,1,1,1
+access_financial_product_template,access_financial_product_template,model_financial_product_template,group_financial_user,1,0,0,0
+access_financial_product_template_admin,access_financial_product_template_admin,model_financial_product_template,group_financial_admin,1,1,1,1
+access_financial_product_suspensive_condition,access_financial_product_suspensive_condition,model_financial_product_suspensive_condition,group_financial_user,1,0,0,0
+access_financial_product_suspensive_condition_admin,access_financial_product_suspensive_condition_admin,model_financial_product_suspensive_condition,group_financial_admin,1,1,1,1
+access_financial_suspensive_condition,access_financial_suspensive_condition,model_financial_suspensive_condition,group_financial_user,1,0,0,0
+access_financial_suspensive_condition_admin,access_financial_suspensive_condition_admin,model_financial_suspensive_condition,group_financial_admin,1,1,1,1
+access_financial_external_guarantee,access_financial_external_guarantee,model_financial_external_guarantee,group_financial_user,1,0,0,0
+access_financial_external_guarantee_admin,access_financial_external_guarantee_admin,model_financial_external_guarantee,group_financial_admin,1,1,1,1
+access_financial_funding,access_financial_funding,model_financial_funding,group_financial_user,1,0,0,0
+access_financial_funding_admin,access_financial_funding_admin,model_financial_funding,group_financial_admin,1,1,1,1
diff --git a/security/security_rules.xml b/security/security_rules.xml
new file mode 100644
index 0000000000000000000000000000000000000000..e53a19aab842a087ed6844ed2fee133252dcb8d4
--- /dev/null
+++ b/security/security_rules.xml
@@ -0,0 +1,45 @@
+<?xml version="1.0" ?>
+<odoo>
+ <!--
+ Category
+ -->
+ <record id="module_financial_contract" model="ir.module.category">
+ <field name="name">Contrats financiers</field>
+ <field name="sequence">10</field>
+ </record>
+
+ <!--
+ Group user
+ -->
+ <record id="group_financial_user" model="res.groups">
+ <field name="name">Utilisateur</field>
+ <field name="implied_ids" eval="[(4, ref('base.group_user'))]" />
+ <field name="category_id" ref="module_financial_contract" />
+ </record>
+ <record id="group_financial_admin" model="res.groups">
+ <field name="name">Administrateur</field>
+ <field name="implied_ids" eval="[(4, ref('group_financial_user'))]" />
+ <field name="category_id" ref="module_financial_contract" />
+ <field name="users" eval="[(4, ref('base.user_root'))]" />
+ </record>
+
+ <!--
+ Group rules
+ -->
+ <record id="financial_contract_multi_company_rule" model="ir.rule">
+ <field name="name">Financial Contract Multi Company</field>
+ <field name="model_id" ref="model_financial_contract" />
+ <field
+ name="domain_force"
+ >[('company_id', 'in', company_ids + [False])]</field>
+ <field
+ name="groups"
+ eval="[(6, 0, [ref('financial_contract.group_financial_user')])]"
+ />
+ <field name="perm_read" eval="False" />
+ <field name="perm_write" eval="True" />
+ <field name="perm_create" eval="True" />
+ <field name="perm_unlink" eval="True" />
+ </record>
+
+</odoo>
diff --git a/views/financial_contract.xml b/views/financial_contract.xml
index 615ba114702166b8c60187b86c23a78bd6380220..427a35f063543c89303a0159375de14c4368e602 100644
--- a/views/financial_contract.xml
+++ b/views/financial_contract.xml
@@ -1,152 +1,52 @@
<?xml version="1.0" ?>
<odoo>
- <!--
- Tree
- -->
- <!-- Tree Internal -->
- <record id="financial_contract_all_tree_view" model="ir.ui.view">
- <field name="name">financial.contract.all.tree</field>
+ <!-- Tree -->
+ <record id="financial_contract_tree_view" model="ir.ui.view">
+ <field name="name">financial.contract.tree</field>
<field name="model">financial.contract</field>
<field name="arch" type="xml">
<tree>
<field name="partner_id" />
- <field name="type" />
+ <field name="tool" />
<field name="product_id" />
<field name="amount" string="Montant" />
<field name="company_id" />
- <button
- name="show_amortization"
- type="object"
- icon="fa-calculator"
- class="btn-outline-primary"
- title="Tableau d'amortissement"
- attrs="{'invisible': [('type', '!=', 'loan')]}"
- />
- <field name="currency_id" invisible="1" />
- </tree>
- </field>
- </record>
- <!-- Tree Loan -->
- <record id="financial_contract_loan_tree_view" model="ir.ui.view">
- <field name="name">financial.contract.loan.tree</field>
- <field name="model">financial.contract</field>
- <field name="arch" type="xml">
- <tree>
<field name="currency_id" invisible="1" />
- <field name="type" invisible="1" />
- <field name="partner_id" />
- <field name="product_id" />
- <field name="state" />
- <field name="expiration_date" />
- <field name="amount" string="Montant" />
- <field name="rate" />
- <field name="duration" />
- <field name="periodicity" />
- <field name="delay_type" />
- <field name="delay_duration" />
- <field name="payment_date" />
- <field name="first_term_date" />
- <field name="company_id" />
- <button
- name="show_amortization"
- type="object"
- icon="fa-calculator"
- class="btn-outline-primary"
- title="Tableau d'amortissement"
- attrs="{'invisible': [('type', '!=', 'loan')]}"
- />
</tree>
</field>
</record>
- <!-- Tree Invest -->
- <record id="financial_contract_invest_tree_view" model="ir.ui.view">
- <field name="name">financial.contract.invest.tree</field>
+ <!-- From -->
+ <record id="financial_contract_form_view" model="ir.ui.view">
+ <field name="name">financial.contract.form</field>
<field name="model">financial.contract</field>
<field name="arch" type="xml">
- <tree>
- <field name="currency_id" invisible="1" />
- <field name="type" invisible="1" />
- <field name="partner_id" />
- <field name="product_id" />
- <field name="state" />
- <field name="expiration_date" />
- <field name="amount" string="Montant" />
- <field name="securities_number" />
- <field name="nominal" />
- <field name="fixed_rate" />
- <field name="performance_indicator" />
- <field name="performance_month" />
- <field name="issue_date" />
- <field name="payment_date" />
- <field name="company_id" />
- <button
- name="show_amortization"
- type="object"
- icon="fa-calculator"
- class="btn-outline-primary"
- title="Tableau d'amortissement"
- attrs="{'invisible': [('type', '!=', 'loan')]}"
- />
- </tree>
+ <form>
+ <sheet>
+ <group>
+ <group>
+ <field name="partner_id" />
+ <field name="tool" />
+ <field name="product_id" />
+ </group>
+ <group>
+ <field name="amount" string="Montant" />
+ <field name="company_id" />
+ <field name="currency_id" invisible="1" />
+ </group>
+ </group>
+ <separator string="Description" />
+ <field name="comment" />
+ <separator string="Conditions suspensives" />
+ <field name="suspensive_condition_ids" />
+ </sheet>
+ <div class="oe_chatter">
+ <field name="message_follower_ids" />
+ <field name="activity_ids" />
+ <field name="message_ids" />
+ </div>
+ </form>
</field>
</record>
- <!-- Tree Guarantee -->
- <record id="financial_contract_guarantee_tree_view" model="ir.ui.view">
- <field name="name">financial.contract.guarantee.tree</field>
- <field name="model">financial.contract</field>
- <field name="arch" type="xml">
- <tree>
- <field name="currency_id" invisible="1" />
- <field name="type" invisible="1" />
- <field name="partner_id" />
- <field name="product_id" />
- <field name="state" />
- <field name="expiration_date" />
- <field name="amount" string="Montant" />
- <field name="external_loan_id" />
- <field name="fmg_amount" />
- <field name="social_share_amount" />
- <field name="guarantee_rate" />
- <field name="is_counter_guarantee" />
- <field name="loan_balance" />
- <field name="guarantee_balance" />
- <field name="final_risk_guarantee" />
- <field name="payment_date" />
- <field name="company_id" />
- <button
- name="show_amortization"
- type="object"
- icon="fa-calculator"
- class="btn-outline-primary"
- title="Tableau d'amortissement"
- attrs="{'invisible': [('type', '!=', 'loan')]}"
- />
- </tree>
- </field>
- </record>
- <!-- Tree Partner -->
- <record id="financial_contract_partner_tree_view" model="ir.ui.view">
- <field name="name">financial.contract.partner.tree</field>
- <field name="model">financial.contract</field>
- <field name="arch" type="xml">
- <tree>
- <field name="partner_id" />
- <field name="deal_partner_id" />
- <field name="type" />
- <field name="amount" string="Montant" />
- <field name="currency_id" invisible="1" />
- <button
- name="show_amortization"
- type="object"
- icon="fa-calculator"
- class="btn-outline-primary"
- title="Tableau d'amortissement"
- attrs="{'invisible': [('type', '!=', 'loan')]}"
- />
- </tree>
- </field>
- </record>
-
<!-- Search -->
<record id="financial_contract_search_view" model="ir.ui.view">
<field name="name">financial.contract.search</field>
@@ -156,21 +56,6 @@
<field name="name" />
<!-- Filter -->
<filter name="expiration_date" date="expiration_date" />
- <filter
- string="Prêt"
- name="loan"
- domain="[('type', '=', 'loan')]"
- />
- <filter
- string="Investissement"
- name="invest"
- domain="[('type', '=', 'invest')]"
- />
- <filter
- string="Garantie"
- name="guarantee"
- domain="[('type', '=', 'guarantee')]"
- />
<separator />
<filter
string="Proposition"
@@ -212,87 +97,20 @@
/>
<filter
string="Type d'outil"
- name="group_type"
- context="{'group_by':'type'}"
+ name="group_toll"
+ context="{'group_by':'tool'}"
/>
</group>
</search>
</field>
</record>
-
<!--
Actions
-->
<!-- All -->
- <record model="ir.actions.act_window" id="financial_contract_all_action">
+ <record model="ir.actions.act_window" id="financial_contract_action">
<field name="name">Tous les contrats</field>
<field name="res_model">financial.contract</field>
<field name="view_mode">tree,form</field>
-<!-- <field name="domain">[('deal_type', '=', 'internal'), ('state', 'in', ['proposal', 'contract', 'done', 'cancel'])]</field>-->
- <field name="domain">[('deal_type', '=', 'internal')]</field>
- </record>
- <!-- Loan -->
- <record model="ir.actions.act_window" id="financial_contract_loan_action">
- <field name="name">Prêts</field>
- <field name="res_model">financial.contract</field>
- <field name="view_mode">tree,form</field>
- <field
- name="view_ids"
- eval="[(5, 0, 0),
- (0, 0, {'view_mode': 'tree', 'view_id': ref('financial_contract_loan_tree_view')}),
- ]"
- />
- <field
- name="domain"
- >[('deal_type', '=', 'internal'), ('type', '=', 'loan'), ('state', 'in', ['proposal', 'contract', 'done', 'cancel'])]</field>
- </record>
- <!-- Invest -->
- <record model="ir.actions.act_window" id="financial_contract_invest_action">
- <field name="name">Titres participatifs</field>
- <field name="res_model">financial.contract</field>
- <field name="view_mode">tree,form</field>
- <field
- name="view_ids"
- eval="[(5, 0, 0),
- (0, 0, {'view_mode': 'tree', 'view_id': ref('financial_contract_invest_tree_view')}),
- ]"
- />
- <field
- name="domain"
- >[('deal_type', '=', 'internal'), ('type', '=', 'invest'), ('state', 'in', ['proposal', 'contract', 'done', 'cancel'])]</field>
- </record>
- <!-- Guarantee -->
- <record
- model="ir.actions.act_window"
- id="financial_contract_guarantee_action"
- >
- <field name="name">Guaranties</field>
- <field name="res_model">financial.contract</field>
- <field name="view_mode">tree,form</field>
- <field
- name="view_ids"
- eval="[(5, 0, 0),
- (0, 0, {'view_mode': 'tree', 'view_id': ref('financial_contract_guarantee_tree_view')}),
- ]"
- />
- <field
- name="domain"
- >[('deal_type', '=', 'internal'), ('type', '=', 'guarantee'), ('state', 'in', ['proposal', 'contract', 'done', 'cancel'])]</field>
- </record>
- <!-- External -->
- <record
- model="ir.actions.act_window"
- id="financial_contract_external_action"
- >
- <field name="name">Contrats partenaires</field>
- <field name="res_model">financial.contract</field>
- <field name="view_mode">tree,form</field>
- <field
- name="view_ids"
- eval="[(5, 0, 0),
- (0, 0, {'view_mode': 'tree', 'view_id': ref('financial_contract_partner_tree_view')}),
- ]"
- />
- <field name="domain">[('deal_type', '=', 'external')]</field>
</record>
</odoo>
diff --git a/views/financial_external_guarantee.xml b/views/financial_external_guarantee.xml
new file mode 100644
index 0000000000000000000000000000000000000000..1e6e22a2c7ab2c599831079779a79263a1536b77
--- /dev/null
+++ b/views/financial_external_guarantee.xml
@@ -0,0 +1,26 @@
+<?xml version="1.0" ?>
+<!-- Copyright 2024 Le Filament
+ License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+ <!-- Tree -->
+ <record model="ir.ui.view" id="financial_external_guarantee_tree_view">
+ <field name="name">financial.external.guarantee.tree</field>
+ <field name="model">financial.external.guarantee</field>
+ <field name="arch" type="xml">
+ <tree editable="top">
+ <field name="name" />
+ <field name="active" invisible="1" />
+ </tree>
+ </field>
+ </record>
+
+ <!-- Action -->
+ <record
+ model="ir.actions.act_window"
+ id="financial_external_guarantee_act_window"
+ >
+ <field name="name">Garantie</field>
+ <field name="res_model">financial.external.guarantee</field>
+ <field name="view_mode">tree</field>
+ </record>
+</odoo>
diff --git a/views/financial_funding.xml b/views/financial_funding.xml
new file mode 100644
index 0000000000000000000000000000000000000000..b28be3d18f756227de7ba0941ea474d694de3384
--- /dev/null
+++ b/views/financial_funding.xml
@@ -0,0 +1,23 @@
+<?xml version="1.0" ?>
+<!-- Copyright 2024 Le Filament
+ License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+ <!-- Tree -->
+ <record model="ir.ui.view" id="financial_funding_tree_view">
+ <field name="name">financial.funding.tree</field>
+ <field name="model">financial.funding</field>
+ <field name="arch" type="xml">
+ <tree editable="top">
+ <field name="name" />
+ <field name="active" invisible="1" />
+ </tree>
+ </field>
+ </record>
+
+ <!-- Action -->
+ <record model="ir.actions.act_window" id="financial_funding_act_window">
+ <field name="name">Fonds financeur</field>
+ <field name="res_model">financial.funding</field>
+ <field name="view_mode">tree</field>
+ </record>
+</odoo>
diff --git a/views/financial_product_template.xml b/views/financial_product_template.xml
new file mode 100644
index 0000000000000000000000000000000000000000..df38fddc8ef1f9f2cde90c533c97d81b101e1d02
--- /dev/null
+++ b/views/financial_product_template.xml
@@ -0,0 +1,102 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+<!-- Tree -->
+ <record id="financial_product_template_tree_view" model="ir.ui.view">
+ <field name="name">financial.product.template.tree</field>
+ <field name="model">financial.product.template</field>
+ <field name="arch" type="xml">
+ <tree>
+ <field name="name" />
+ <field name="tool" />
+ <field
+ name="company_id"
+ options="{'no_create': 1, 'no_edit': 1}"
+ />
+ <field name="currency_id" invisible="1" />
+ </tree>
+ </field>
+ </record>
+
+ <!-- Form -->
+ <record id="financial_product_template_form_view" model="ir.ui.view">
+ <field name="name">financial.product.template.form</field>
+ <field name="model">financial.product.template</field>
+ <field name="arch" type="xml">
+ <form>
+ <sheet>
+ <field name="active" invisible="1" />
+ <widget
+ name="web_ribbon"
+ title="Archived"
+ bg_color="bg-danger"
+ attrs="{'invisible': [('active', '=', True)]}"
+ />
+ <!-- Title -->
+ <div class="oe_title">
+ <label for="name" string="Nom" />
+ <h1>
+ <field
+ name="name"
+ default_focus="1"
+ placeholder="Nom de la gamme"
+ />
+ </h1>
+ </div>
+ <!-- Product Type -->
+ <group>
+ <group>
+ <field name="tool" widget="radio" />
+ </group>
+ <group>
+ <field
+ name="company_id"
+ options="{'no_create': 1, 'no_edit': 1}"
+ groups="base.group_multi_company"
+ />
+ <field name="company_id" invisible="1" />
+ </group>
+ </group>
+ <notebook>
+ <page string="Description" name="description">
+ <field name="description" />
+ </page>
+ <page
+ string="Conditions suspensives"
+ name="suspensive_condition"
+ >
+ <field
+ name="suspensive_condition_ids"
+ context="{'default_product_id': active_id}"
+ >
+ <tree editable="top">
+ <field name="product_id" invisible="1" />
+ <field
+ name="condition_id"
+ options="{'no_create': 1, 'no_edit': 1}"
+ />
+ <field name="condition_comment" />
+ </tree>
+ </field>
+ </page>
+ </notebook>
+ </sheet>
+ <div class="oe_chatter">
+ <field name="message_follower_ids" />
+ <field name="activity_ids" />
+ <field name="message_ids" />
+ </div>
+ </form>
+ </field>
+ </record>
+
+ <!-- Action -->
+ <record
+ model="ir.actions.act_window"
+ id="financial_product_template_act_window"
+ >
+ <field name="name">Catalogue</field>
+ <field name="res_model">financial.product.template</field>
+ <field name="view_mode">tree,form</field>
+ </record>
+
+</odoo>
diff --git a/views/financial_suspensive_condition.xml b/views/financial_suspensive_condition.xml
new file mode 100644
index 0000000000000000000000000000000000000000..85af4e4d30924b886f212811562c86c5e0c9c3dc
--- /dev/null
+++ b/views/financial_suspensive_condition.xml
@@ -0,0 +1,26 @@
+<?xml version="1.0" ?>
+<!-- Copyright 2024 Le Filament
+ License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+ <!-- Tree -->
+ <record model="ir.ui.view" id="financial_suspensive_condition_tree_view">
+ <field name="name">financial.suspensive.condition.tree</field>
+ <field name="model">financial.suspensive.condition</field>
+ <field name="arch" type="xml">
+ <tree editable="top">
+ <field name="name" />
+ <field name="active" invisible="1" />
+ </tree>
+ </field>
+ </record>
+
+ <!-- Action -->
+ <record
+ model="ir.actions.act_window"
+ id="financial_suspensive_condition_act_window"
+ >
+ <field name="name">Conditions suspensives</field>
+ <field name="res_model">financial.suspensive.condition</field>
+ <field name="view_mode">tree</field>
+ </record>
+</odoo>
diff --git a/views/menus.xml b/views/menus.xml
index 54c4fd78310ef0d4ce77d97e34c1572df8e6c2c9..08209bb4e03b4f3f63823910f6a0b06aaaea671e 100644
--- a/views/menus.xml
+++ b/views/menus.xml
@@ -13,43 +13,46 @@
id="menu_financial_contract_all"
name="Tous les contrats"
parent="financial_contract_menu_root"
- action="financial_contract_all_action"
+ action="financial_contract_action"
sequence="10"
/>
<menuitem
- id="menu_financial_contract_loan"
- name="Prêts participatifs"
+ id="menu_financial_product_template"
+ name="Catalogue"
parent="financial_contract_menu_root"
- action="financial_contract_loan_action"
- sequence="20"
+ action="financial_product_template_act_window"
+ sequence="100"
/>
+
+ <!-- Configuration -->
<menuitem
- id="menu_financial_contract_invest"
- name="Titres participatifs"
+ id="menu_financial_contract_configuration"
+ name="Configuration"
parent="financial_contract_menu_root"
- action="financial_contract_invest_action"
- sequence="30"
+ sequence="100"
/>
<menuitem
- id="menu_financial_contract_guarantee"
- name="Garanties"
- parent="financial_contract_menu_root"
- action="financial_contract_guarantee_action"
- sequence="40"
+ id="menu_financial_suspensive_condition"
+ name="Conditions suspensives"
+ parent="menu_financial_contract_configuration"
+ action="financial_suspensive_condition_act_window"
+ sequence="20"
/>
<menuitem
- id="menu_financial_contract_external"
- parent="financial_contract_menu_root"
- action="financial_contract_external_action"
- sequence="50"
+ id="menu_financial_europe_warranty"
+ name="Garantie Europe"
+ parent="menu_financial_contract_configuration"
+ action="financial_external_guarantee_act_window"
+ sequence="30"
/>
-
- <!-- Configuration -->
<menuitem
- id="menu_financial_contract_configuration"
- name="Configuration"
- parent="financial_contract_menu_root"
- sequence="100"
+ id="menu_financial_funding"
+ name="Fonds financeur"
+ parent="menu_financial_contract_configuration"
+ action="financial_funding_act_window"
+ sequence="40"
/>
+
+
</odoo>
diff --git a/views/res_partner.xml b/views/res_partner.xml
index f5e7d7756321ea442304790e717284c481009da5..6af34ad0612178a804549d3ec7e7eb8731605500 100644
--- a/views/res_partner.xml
+++ b/views/res_partner.xml
@@ -24,11 +24,7 @@
</button>
</xpath>
<xpath expr="//notebook" position="inside">
- <page
- name="contracts"
- string="Contracts"
- attrs="{'invisible': [('is_cooperative', '!=', True)]}"
- >
+ <page name="contracts" string="Contracts">
<field name="financial_contract_ids" readonly="1" />
</page>
</xpath>